Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
The PSC ETF from Principal Asset Management aims to address common portfolio blind spots through a rules-based strategy that provides scalable small-cap exposure while avoiding the capacity constraints and quality issues that plague traditional small-cap investing.
Retail investors are poised to drive massive $500 billion wave of equity inflows in second half of 2025, according to a new forecast from JPMorgan.